This popular annual program for Illinois estate planners combines two full days of advanced estate and trust planning education from the top legal minds in the state with an unprecedented opportunity for professional networking. Topics covered this year include the new Section 199A qualified business interests deduction, the new Illinois Uniform Power of Appointment Act, estate planning with the increased federal exemption under the Tax Cuts & Jobs Act, the generation-skipping transfer exemption, trustee compensation, family business succession planning, and much more!

In the wake of significant changes to Illinois trust law, join us for the 63rd Annual Estate Planning Short Course. Gain in-depth insight into the latest in Illinois estate planning law through carefully crafted sessions by experienced attorneys. The robust program materials will serve as an important reference in your practice. Gain a solid foundation to tackle the issues you face every day as well as a taste of emerging trends and concepts. Increase your knowledge and your confidence in your ability to serve your clients compassionately and effectively.

Handle every step of the estate administration process with ease, regardless of the size of the estate. Is probate required? What tax returns, if any, must be filed? Starting with the initial client interview, our experienced faculty will answer basic questions and also discuss more challenging situations that might arise through the closing of the estate. You will also get checklists, forms, sample letters and other documents to help you serve your clients better.

Do most of your clients have estates worth less than $4M? If so, the IICLE® “Estate Planning for the 99%” program is for you, as it will cover issues that are more common for those estates unaffected by current tax laws. Get a refresher about foundational estate planning documents and their execution requirements, take a comprehensive look at planning issues facing parents of minor children, understand the estate planning tools that can be used to transition a family owned business or farm, learn how to structure an estate plan using strategies other than trusts, consider several techniques which will help reduce or eliminate the imposition of the Illinois estate tax, understand potential conflicts and maximize the chance that an estate plan will be successfully defended, and obtain best practices for running a successful estate planning practice of any size.

Designed for newer special needs law attorneys, this program provides a thorough overview and is chock-full of practice tips and sample forms! Client communication, drafting special needs trusts, maximizing government benefits, utilizing waiver programs, powers of attorney, guardianships, and MORE will be discussed.

On July 12, Governor Pritzker signed Illinois House Bill 1471 into law, creating the brand-new Illinois Trust Code. This legislation will have huge impacts on Illinois estate planners’ practices. Learn everything you need to know about this new law from the committee that drafted it!